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Record which users have active accounts with which partners
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Description

As far as I understand we don't currently have a direct record of which partners/collections a user has access to. This is information that will be necessary if we are to process renewals through the platform, as well as for future proxy access.

The platform should automatically record which users were accepted for access, perhaps with a designated expiry date (defaulting to one year from acceptance, but ideally customisable by coordinators). We should also be able to add these manually (ideally by giving a list of usernames, or this is going to take some time!)

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Samwalton9-WMF renamed this task from Include knowledge of which users have active accounts with which partners to Record which users have active accounts with which partners.Nov 20 2016, 11:41 PM
Samwalton9-WMF created this task.

We do actually record this already, including an expiry date that defaults to one year but can be customized through the admin interface. We don't *do* anything on the front end with the data, but we do record it.

I think you could add these manually also through the following process:

  • At /admin, create a new Application
  • Set the partner and editor to match reality
  • Ignore all the optional fields
  • Set the Application status to SENT
  • Set date_closed and days_open to something logical and earliest_expiry_date to whatever you believe to be correct

Obviously that's going to be time-consuming, though, if you have a lot of existing access grants. If you want a more ergonomic process, please open a separate issue for the data migration and let's talk there about what exactly it requires and what information exactly needs to be migrated.

Ah, I see. I was expecting to find a list in the Users area of the admin interface, but I see now that the data is held under the application. Thanks!